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Our financial advice team


Todd Sulzer, Financial Advisor serving the Peoria, AZ area - Ameriprise Advisors

Todd Sulzer

MBA, APMA

Financial Advisor

Polaris Wealth Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.3 out of 5 rating based on 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BBA, Finance, University of Wisconsin, Whitewater, WI
  • MBA, Finance, University of Phoenix, Phoenix, AZ

Awards & recognition

  • Polaris Wealth Group, Ameriprise Client Experience Award, 2021-2022
  • Polaris Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

Interests

Home Improvement Projects

Golf

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Polaris Wealth Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.